Dimensional Fund Advisors Lp
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About this Advisor
Kyle Smith is a certified financial planner and chartered financial analyst based in Austin, Texas, who has 12 years of professional experience. Smith is on the advisory team at Dimensional Fund Advisors Lp. Their career trajectory has included roles at Blackrock Investments, Inc and Dimensional Fund Advisors. Smith holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Dimensional Fund Advisors Lp is a business that has its headquarters in Austin, Texas. The investment advisory business has offices in two locations and a total of 863 financial advisors. It has $637 billion in assets under management across its 465 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to nine charities and foundations. Of its 465 accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets. Dimensional Fund Advisors Lp provides a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees largely vary depending on the type of services offered. Fee types charged by Dimensional Fund Advisors Lp can be comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Dimensional Fund Advisors Lp Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Kyle Smith Work History
Kyle has 12 years of experience.
Dimensional Fund Advisors
Blackrock Investments, Inc
Kyle Smith has no disclosures.
Please visit their SEC profile for more details.